Horizon Date

Table of Contents

Summary

The horizon date (also curve date) is the reference date from which every tenor in a term structure is computed — all tenor arithmetic (O/N, 1W, 5Y, …) starts here. It is not necessarily today: a term structure can be constructed or reviewed as of any business date. This is a distinct concept from the reval date — covered in Valuation spot date and overnight — which the horizon date usually, but not always, coincides with; see below for the distinction.

Detail

Definition

The horizon date anchors every tenor calculation for a given term structure: O/N is horizon date to next business day, Spot is horizon date plus spot days, 1Y is twelve calendar months off spot (for rate curves) or off the horizon date itself (for vol surfaces) — see Tenor for the full rates-vs-vols distinction this produces. Every term structure has exactly one horizon date; every tenor point within that term structure is expressed relative to it, never to another tenor point directly.

Horizon date vs. reval date

  • Horizon date: the reference date a term structure's tenor calculations are anchored to.
  • Reval date: the date at which a valuation is performed — "normally today," but explicitly not necessarily so (see Valuation spot date and overnight).

In the common case, a term structure is built with its horizon date set to the current reval date, so the two coincide and the distinction is easy to overlook. They diverge whenever a term structure is reviewed or reconstructed as of a date other than the valuation run currently in progress — for example, inspecting a historical curve snapshot during a valuation dated today: the horizon date moves to the historical date while the reval date stays today. Keeping the two concepts named separately avoids conflating "when the curve is anchored" with "when the valuation is being performed."

See also

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